๐ก Research Board โ Created by GWY
Daily & weekly automated equity research โ semis / AI / tech
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๐ Daily Gainers & Losers โ Sep 09, 2026
๐ Past 3 days: 8 Sep ยท 4 Sep ยท 3 Sep
84/84 tickers with data
Top 5 Gainers
- ๐ข SKHY (Memory) +7.05% โ $198.63 โ Leads a memory rally after Goldman says the worst may be over; HBM sold out ~3 years forward as Nvidia's dominant HBM4 supplier
- ๐ข META (Big Tech / Platforms) +6.55% โ $653.69 โ Surges on an AI-infrastructure news cluster: custom "Iris" chip ramps with Broadcom/TSMC, $9.1B Canada data center, and plans to rent excess capacity as an "AI Cloud"
- ๐ข AKAM (Software) +4.87% โ $110.75 โ Rises ahead of Citi TMT + Goldman Communacopia appearances touting cloud momentum (Q2 cloud-infra rev +39%, $2.8B YTD contracts); PT lifted to $122
- ๐ข MRVL (Networking / Optical) +4.26% โ $235.01 โ Extends post-Q2 FY27 momentum (Sept 3: record $2.74B rev, +37% YoY, data-center led) as AI custom-silicon/connectivity names catch a bid
- ๐ข MTSI (Networking / Optical) +4.12% โ $286.12 โ Recovers from its post-earnings pullback; strong FQ3 (rev +35.8% YoY, record 1.6x book-to-bill) keeps the AI datacenter demand bid intact
Top 5 Losers
- ๐ด CRWV (Neocloud) -4.90% โ $94.94 โ Meta's AI-cloud/custom-silicon push revives competition and customer-concentration fears for the neocloud, giving back part of Tuesday's +11.7% Truist-driven surge
- ๐ด VICR (Analog / Power / Industrial) -4.89% โ $183.87 โ Extends its post-earnings slide as valuation concerns persist (Q2 beat July 21, stock still +55% YTD); power complex weak in the down tape
- ๐ด SMCI (Hardware / OEM) -3.30% โ $38.93 โ Gives back Tuesday's Citi TMT conference gains; $7B capital-raise dilution overhang and heavy Nvidia-mix concentration keep buyers cautious
- ๐ด AAOI (Networking / Optical) -3.25% โ $107.93 โ Extends a ~16% 30-day unwind after a +200% YTD AI-optics run; profit-taking with no fresh company news
- ๐ด KLAC (Semi Equipment) -3.21% โ $182.91 โ Falls with the market-wide pullback despite upbeat Citi TMT commentary (2026 WFE raised to mid-$150B, $12.6B backlog +60%, $290B 2027 potential)